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Action

Export members to MailUp

Pushes the contacts to MailUp, assigning them to a Group named after the Salesforce campaign

The data included in any mapped fields is exported to MailUp.

Import statistics in Salesforce

Imports campaign statistics from MailUp to Salesforce

Go to MailUp

Opens a new browser window and logs you into your MailUp admin console

Create message from template

Creates a new message in MailUp, using one of the 400+ available templates.

This is needed to associate the message in MailUp with the Campaign in Salesforce. You will edit and send the messages using from MailUp so that you can leverage all of its features.

Create empty message

Creates a new, empty message in MailUp (i.e. a message not generated from a template).

This is needed to associate the message in MailUp with the Campaign in Salesforce. You will edit and send the messages using from MailUp so that you can leverage all of its features.

Choose this option if you want to create the message from scratch using the message editor in MailUp, or if you want to copy and paste your own HTML.

Refresh message preview

Allows you to see the latest version of the message, retrieved from MailUp, without having to log into your MailUp account.

This is useful if - down the road - you want to see what email message was associated with this Campaign.

View report

Allows you to view campaign statistics directly in Salesforce, without having to log into your MailUp account. (These statistics are not the same as the statistics that get imported into Salesforce. These are higher level statistics and are static.)

For even more detailed high level campaign statistics, log into your MailUp account and visit the Statistics section in the navigation.

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Ready to create a new message? First, you must create a message ID in Salesforce to link which links to MailUp: from in Salesforce on your campaign page, choose if you want to use a MailUp design (Create message from Template) or prefer an empty message (Create Empty message.)

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Now, to find the message in your MailUp console, click on the Go to MailUp button and go which will log you into your MailUp console. Go to /wiki/spaces/MUG/pages/36869867:

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